Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.